UBS Group
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UBS Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

UBS Group’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259M Sell
2,853,294
-4,797,535
-63% -$427M 0.03% 539
2026
Q1 		$612M Buy
7,650,829
+6,337,039
+482% +$561M 0.09% 215
2025
Q4 		$139M Sell
1,313,790
-393,273
-23% -$43.2M 0.02% 783
2025
Q3 		$196M Sell
1,707,063
-662,167
-28% -$73.3M 0.03% 597
2025
Q2 		$259M Sell
2,369,230
-345,719
-13% -$34.2M 0.04% 425
2025
Q1 		$242M Sell
2,714,949
-101,852
-4% -$10.1M 0.04% 426
2024
Q4 		$282M Buy
2,816,801
+459,280
+19% +$45.5M 0.05% 357
2024
Q3 		$211M Sell
2,357,521
-204,876
-8% -$17.6M 0.05% 386
2024
Q2 		$223M Buy
2,562,397
+404,292
+19% +$33.2M 0.06% 319
2024
Q1 		$184M Buy
2,158,105
+307,835
+17% +$26M 0.05% 392
2023
Q4 		$150M Buy
1,850,270
+265,040
+17% +$19.6M 0.04% 411
2023
Q3 		$108M Sell
1,585,230
-228,315
-13% -$16M 0.04% 471
2023
Q2 		$125M Sell
1,813,545
-901,365
-33% -$56.6M 0.04% 411
2023
Q1 		$165M Buy
2,714,910
+340,430
+14% +$19.1M 0.06% 316
2022
Q4 		$122M Buy
2,374,480
+1,810,055
+321% +$93.8M 0.05% 424
2022
Q3 		$28.2M Sell
564,425
-828,680
-59% -$47.1M 0.01% 1047
2022
Q2 		$75.1M Sell
1,393,105
-23,650
-2% -$1.39M 0.03% 545
2022
Q1 		$97.7M Sell
1,416,755
-1,749,270
-55% -$120M 0.03% 529
2021
Q4 		$252M Buy
3,166,025
+2,293,485
+263% +$192M 0.07% 285
2021
Q3 		$69.7M Sell
872,540
-40,175
-4% -$3.28M 0.02% 694
2021
Q2 		$71.2M Sell
912,715
-30,785
-3% -$2.23M 0.02% 659
2021
Q1 		$64.4M Sell
943,500
-61,385
-6% -$4.35M 0.02% 694
2020
Q4 		$71.2M Buy
1,004,885
+33,655
+3% +$2.23M 0.02% 614
2020
Q3 		$60.4M Sell
971,230
-40,965
-4% -$2.46M 0.02% 574
2020
Q2 		$57.5M Buy
1,012,195
+104,580
+12% +$5.24M 0.02% 544
2020
Q1 		$38.2M Sell
907,615
-121,670
-12% -$5.75M 0.02% 664
2019
Q4 		$48M Sell
1,029,285
-13,830
-1% -$613K 0.02% 804
2019
Q3 		$44.2M Sell
1,043,115
-4,750
-0.5% -$208K 0.02% 758
2019
Q2 		$45.8M Sell
1,047,865
-149,970
-13% -$6.43M 0.02% 713
2019
Q1 		$50.5M Buy
1,197,835
+192,740
+19% +$7.61M 0.02% 626
2018
Q4 		$34.9M Sell
1,005,095
-165,650
-14% -$6.01M 0.02% 780
2018
Q3 		$48M Buy
1,170,745
+49,165
+4% +$1.92M 0.02% 690
2018
Q2 		$41M Buy
1,121,580
+129,980
+13% +$4.69M 0.02% 750
2018
Q1 		$33.7M Buy
991,600
+73,495
+8% +$2.49M 0.01% 830
2017
Q4 		$28.4M Buy
918,105
+87,580
+11% +$2.7M 0.01% 967
2017
Q3 		$24.3M Sell
830,525
-13,715
-2% -$393K 0.01% 990
2017
Q2 		$23.1M Buy
844,240
+11,315
+1% +$303K 0.01% 967
2017
Q1 		$21.1M Sell
832,925
-39,590
-5% -$954K 0.01% 1005
2016
Q4 		$19M Sell
872,515
-135,040
-13% -$3.02M 0.01% 1059
2016
Q3 		$22.9M Buy
1,007,555
+81,615
+9% +$1.81M 0.01% 899
2016
Q2 		$19.5M Sell
925,940
-23,505
-2% -$484K 0.01% 949
2016
Q1 		$19.1M Buy
949,445
+65,550
+7% +$1.24M 0.01% 913
2015
Q4 		$18.4M Buy
883,895
+474,880
+116% +$9.8M 0.01% 1006
2015
Q3 		$7.74M Buy
409,015
+12,040
+3% +$238K 0.01% 1582
2015
Q2 		$7.9M Buy
396,975
+36,320
+10% +$729K 0.01% 1660
2015
Q1 		$6.93M Sell
360,655
-13,380
-4% -$252K ﹤0.01% 1778
2014
Q4 		$6.94M Buy
+374,035
New +$6.69M ﹤0.01% 1808

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group's IGV Position: Q2 2026 in Review

UBS Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 63% in Q2 2026, selling an estimated $427M and leaving 2,853,294 shares worth $259M. The position accounts for 0.03% of the portfolio, ranked #539.

UBS Group first reported a position in IGV in Q4 2014 and has held it in 47 quarters since. The position peaked at $612M in Q1 2026. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • UBS Group held 2,853,294 shares of iShares Expanded Tech-Software Sector ETF worth $259M as of Q2 2026.
  • UBS Group sold 4,797,535 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $427M.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of UBS Group's portfolio in Q2 2026, its #539 holding.
  • UBS Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares Expanded Tech-Software Sector ETF position peaked at $612M in Q1 2026.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.